How do I Invite Clients as a Tax Pro?

As a tax pro, inviting your clients to Everlance has huge benefits: it helps save you time, make extra money on referrals, keep your clients coming back, and help your clients!

If you invite 5 clients, you’ll get Everlance Premium for free. And for any client who signs up, you’ll get $10!

Inviting clients is quick and easy! This is how you do it: 

1. Login or sign up at dashboard.everlance.com

2. Go to “Accountants”

3. Click “Invite Client”. (If you don’t see this button, click “Create Profile” and finish that step first.)

4. Use “Option 1” (recommended) or “Option 2” to invite at least 5 clients.

That’s it!

Wondering what the email looks like when you invite clients using “Option 1”?